Filed June 8, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,427 |
KESTRA INVESTMENT SERVICES LLC2+ years Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $14,451 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,047 | $89,739-39.8% | $149,718-63.9% | $62,292-13.2% |
| Participation rate | 48.3% | 85.1%-36.8pp | 87.1%-38.8pp | 69.5%-21.2pp |
| Annual return | 17.62% | 21.01%-3.4pp | 1501.63%-1484.0pp | 28.90%-11.3pp |
| Employer contribution / active EE | $501 | $3,233-84.5% | $5,445-90.8% | $2,042-75.5% |
| Participant deferral / active EE | $2,994 | $4,797-37.6% | $6,569-54.4% | $3,169-5.5% |
| Admin fee / account holder | $307 | $551-44.4% | $11,283-97.3% | $479-36.0% |